The Projects feature on PayChangu allows you to organize and manage your payments by grouping them under specific projects or initiatives. This is especially useful if you are running multiple campaigns, businesses, or departments and want to track each one separately.
Better organization: Group transactions by campaign, product, or business unit
Clear tracking: Monitor performance and payments for each project individually
Dedicated account details: Each project comes with its own unique bank account details, making it easier to track incoming payments per project
Set funding goals: You can assign a project goal amount to track how much you aim to raise or collect for that specific project
Improved reporting: Simplify reconciliation and analysis for specific activities
Step 1: Log in to Your Dashboard
Sign in to your PayChangu account.
Step 2: Go to Projects
From the dashboard menu, select Projects.
Step 3: Create a New Project
Click New Project or the plus (+) icon.
Step 4: Enter Project Details
Project Name: Give your project a clear and descriptive name
Description: Add details about the purpose of the project
Project Goal Amount: Set a target amount for the project. This helps you track how much you aim to collect or raise, and monitor progress toward your goal
Step 5: Save Your Project
Click Save to set up your project.
Edit project details at any time
Use projects to separate different revenue streams
Review transactions linked to each project for better insights
Monitor performance and activity for that project independently
The Projects feature on PayChangu can be used across different types of businesses and organizations to improve tracking and organization of funds. For example:
Shop Owner with Multiple Suppliers: A shop owner can create separate projects for each supplier to track payments, expenses, and stock-related transactions individually.
Landlord with Multiple Tenants: A landlord can assign each property or tenant to a project to easily track rent payments and outstanding balances.
NGO Running Multiple Campaigns: An NGO can create different projects for each fundraising campaign, such as education, health, or disaster relief, and monitor donations separately.
Event Organizer Managing Multiple Events: An event organizer can create a project for each event to track ticket sales, sponsorships, and revenue independently.